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managing-investment-adviser-compliance

Structures IA compliance with Form ADV, custody rule, and Code of Ethics requirements. Use when managing IA compliance, updating Form ADV, or reviewing Code of Ethics.

CaseMark
maintainer
CaseMark
آخر تحديث 3/5/2026
النجوم
12
التفرعات
1
quick start

Installation and usage

Structures IA compliance with Form ADV, custody rule, and Code of Ethics requirements. Use when managing IA compliance, updating Form ADV, or reviewing Code of Ethics.

التثبيت
$ install --globalskills.sh
الاستخدام

بعد التثبيت، يمكنك استخدام هذه المهارة بتشغيل الأمر التالي في الطرفية:

skills use managing-investment-adviser-compliance